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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$36.73
Change+$0.59 (+1.63%)
VolumeN/A
Net Assets801.1M
JHancock Disciplined Value Mid Cap R4
Price$27.79
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
CAAPX vs JVMTX Comparison Chart
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CAAPX vs. JVMTX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAPX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. CAAPX (801M). JVMTX pays higher dividends than CAAPX: JVMTX (0.67) vs CAAPX (0.45). CAAPX was incepted earlier than JVMTX: CAAPX (36 years) vs JVMTX (12 years). CAAPX (1.14) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). JVMTX annual gain was more profitable for investors over the last year : -3.25 vs. CAAPX (-6.29). JVMTX return over 5 years is better than : 38.98 vs. CAAPX (-7.70).
| CAAPX | JVMTX | CAAPX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 36 years | 12 years | - |
| Gain YTD | -7.806 | 2.267 | -344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 21.5B | 4% |
| Annual Yield % from dividends | 0.45 | 0.67 | 67% |
| Returns for 1 year | -6.29 | -3.25 | 194% |
| Returns for 3 years | -16.20 | 4.26 | -380% |
| Returns for 5 years | -7.70 | 38.98 | -20% |
| Returns for 10 years | -31.22 | 36.45 | -86% |
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